Howard Marks: how I make money while you worry about a market crash
Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio
If you wait. Until you have nothing to be afraid about. Probably. The opportunity has passed. I feel like I can rule the world, I know I can be what I want to
I put my law in it like my days off on a road, let's travel to the wheel. And we were like, look, uh I don't know if other people are gonna like that, but we loved that, and then um over a million people listened to the last one. And so This morning I was reading, you wrote this blog post about how you changed your mind about uh AI. You you had written uh I don't know, a couple months back About The possibility of an AI bubble. And then
As A good thinker tends to do you Got new facts, you sort of reassessed the situation. You wrote a new post about AI. Do you want to summarize The story of how you you changed your mind on AI? Well the story's very simple.
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